Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "NOW",
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  null,
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  "IBM",
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  null,
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  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 707
Total Value: 1423304855
Accession Number: 0001730293-25-000003
Form Type: 13F-HR
CIK: financial-advocates-investment-management
Manager Name: Financial-Advocates-Investment-Management

Data Enrichment

60% identified

425 identified282 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

707 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 36

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NVIDIA CORP

NVDA|67066G104

Shares:459.8K

Value:$49.8M

% of Portfolio:3.5% ($49.8M/$1.4B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:75.0K

Value:$41.9M

% of Portfolio:2.9% ($41.9M/$1.4B)

78464A409

SPYG|78464A409

Shares:359.7K

Value:$28.9M

% of Portfolio:2.0% ($28.9M/$1.4B)

922908769

VTI|922908769

Shares:99.9K

Value:$27.4M

% of Portfolio:1.9% ($27.4M/$1.4B)

78464A755

Shares:256.4K

Value:$23.5M

% of Portfolio:1.6% ($23.5M/$1.4B)

AMAZON COM INC

AMZN|023135106

Shares:118.3K

Value:$22.5M

% of Portfolio:1.6% ($22.5M/$1.4B)

46429B267

Shares:881.6K

Value:$20.3M

% of Portfolio:1.4% ($20.3M/$1.4B)

464287309

IVW|464287309

Shares:214.8K

Value:$19.9M

% of Portfolio:1.4% ($19.9M/$1.4B)

Apple Inc.

AAPL|037833100

Shares:88.9K

Value:$19.7M

% of Portfolio:1.4% ($19.7M/$1.4B)

SPDR GOLD TRUST

GLD|78463V107

Shares:67.8K

Value:$19.5M

% of Portfolio:1.4% ($19.5M/$1.4B)

464288646

Shares:342.8K

Value:$18.0M

% of Portfolio:1.3% ($18.0M/$1.4B)

464287671

IUSG|464287671

Shares:155.1K

Value:$17.8M

% of Portfolio:1.2% ($17.8M/$1.4B)

464287226

Shares:171.8K

Value:$17.0M

% of Portfolio:1.2% ($17.0M/$1.4B)

46432F339

QUAL|46432F339

Shares:97.6K

Value:$16.7M

% of Portfolio:1.2% ($16.7M/$1.4B)

464287507

IJH|464287507

Shares:275.7K

Value:$16.1M

% of Portfolio:1.1% ($16.1M/$1.4B)

464288588

Shares:154.1K

Value:$14.5M

% of Portfolio:1.0% ($14.5M/$1.4B)

46654Q609

Shares:185.9K

Value:$13.7M

% of Portfolio:1.0% ($13.7M/$1.4B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:28.8K

Value:$13.5M

% of Portfolio:0.9% ($13.5M/$1.4B)

46434G103

IEMG|46434G103

Shares:249.0K

Value:$13.4M

% of Portfolio:0.9% ($13.4M/$1.4B)

464287200

IVV|464287200

Shares:23.7K

Value:$13.3M

% of Portfolio:0.9% ($13.3M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	459.8K	QoQ +45884.50% (+458.8K) YoY +855.85% (+411.7K)	All Managers (Combined)	$49.8M	3.5% ($49.8M/$1.4B)	QoQ +37012.27% (+$49.7M) YoY +14.65% (+$6.4M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	75.0K	QoQ +8232.11% (+74.1K) YoY -44.81% (-60.9K)	All Managers (Combined)	$41.9M	2.9% ($41.9M/$1.4B)	QoQ +7852.64% (+$41.4M) YoY -40.98% (-$29.1M)
(SPYGcusip78464A409)	359.7K	QoQ -3.47% (-13.0K) YoY +4.74% (+16.3K)	All Managers (Combined)	$28.9M	2.0% ($28.9M/$1.4B)	QoQ -11.74% (-$3.8M) YoY +15.05% (+$3.8M)
(VTIcusip922908769)	99.9K	QoQ -2.67% (-2.7K) YoY +8.53% (+7.9K)	All Managers (Combined)	$27.4M	1.9% ($27.4M/$1.4B)	QoQ -7.70% (-$2.3M) YoY +14.93% (+$3.6M)
(cusip78464A755)✕	256.4K	QoQ +8.81% (+20.8K) YoY NEW(+256.4K)	All Managers (Combined)	$23.5M	1.6% ($23.5M/$1.4B)	QoQ +9.09% (+$2.0M) YoY NEW(+$23.5M)
AMAZON COM INC(AMZNcusip023135106)	118.3K	QoQ +13042.00% (+117.4K) YoY -8.51% (-11.0K)	All Managers (Combined)	$22.5M	1.6% ($22.5M/$1.4B)	QoQ +11297.06% (+$22.3M) YoY -3.49% (-$816.0K)
(cusip46429B267)✕	881.6K	QoQ -12.65% (-127.7K) YoY +195.88% (+583.6K)	All Managers (Combined)	$20.3M	1.4% ($20.3M/$1.4B)	QoQ -12.52% (-$2.9M) YoY +190.23% (+$13.3M)
(IVWcusip464287309)	214.8K	QoQ +26.87% (+45.5K) YoY +16.98% (+31.2K)	All Managers (Combined)	$19.9M	1.4% ($19.9M/$1.4B)	QoQ +16.02% (+$2.8M) YoY +27.70% (+$4.3M)
Apple Inc.(AAPLcusip037833100)	88.9K	QoQ +22116.25% (+88.5K) YoY -77.68% (-309.4K)	All Managers (Combined)	$19.7M	1.4% ($19.7M/$1.4B)	QoQ +19606.37% (+$19.6M) YoY -71.09% (-$48.6M)
SPDR GOLD TRUST(GLDcusip78463V107)	67.8K	QoQ +8.70% (+5.4K) YoY +12.74% (+7.7K)	All Managers (Combined)	$19.5M	1.4% ($19.5M/$1.4B)	QoQ +29.35% (+$4.4M) YoY +57.91% (+$7.2M)
(cusip464288646)✕	342.8K	QoQ +17.11% (+50.1K) YoY NEW(+342.8K)	All Managers (Combined)	$18.0M	1.3% ($18.0M/$1.4B)	QoQ +18.63% (+$2.8M) YoY NEW(+$18.0M)
(IUSGcusip464287671)	155.1K	QoQ +6.18% (-9.0K) YoY +26.97% (+33.0K)	All Managers (Combined)	$17.8M	1.2% ($17.8M/$1.4B)	QoQ -12.78% (-$2.6M) YoY +22.43% (+$3.3M)
(cusip464287226)✕	171.8K	QoQ -6.00% (-11.0K) YoY +5.15% (+8.4K)	All Managers (Combined)	$17.0M	1.2% ($17.0M/$1.4B)	QoQ -4.04% (-$715.6K) YoY +5.99% (+$961.1K)
(QUALcusip46432F339)	97.6K	QoQ +4.45% (+4.2K) YoY +32.80% (+24.1K)	All Managers (Combined)	$16.7M	1.2% ($16.7M/$1.4B)	QoQ +0.23% (+$39.2K) YoY +42.02% (+$4.9M)
(IJHcusip464287507)	275.7K	QoQ -30.94% (-123.5K) YoY -20.50% (-71.1K)	All Managers (Combined)	$16.1M	1.1% ($16.1M/$1.4B)	QoQ -35.33% (-$8.8M) YoY -23.62% (-$5.0M)
(cusip464288588)✕	154.1K	QoQ +19.54% (+25.2K) YoY +60.11% (+57.9K)	All Managers (Combined)	$14.5M	1.0% ($14.5M/$1.4B)	QoQ +22.28% (+$2.6M) YoY +62.42% (+$5.6M)
(cusip46654Q609)✕	185.9K	QoQ +9.36% (-15.9K) YoY +28.25% (+41.0K)	All Managers (Combined)	$13.7M	1.0% ($13.7M/$1.4B)	QoQ -0.40% (-$56.4K) YoY +34.86% (+$3.5M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	28.8K	QoQ +9499.00% (+28.5K) YoY -14.27% (-4.8K)	All Managers (Combined)	$13.5M	0.9% ($13.5M/$1.4B)	QoQ +8704.58% (+$13.4M) YoY -9.46% (-$1.4M)
(IEMGcusip46434G103)	249.0K	QoQ +26.35% (+51.9K) YoY +58.21% (+91.6K)	All Managers (Combined)	$13.4M	0.9% ($13.4M/$1.4B)	QoQ +30.58% (+$3.1M) YoY +65.48% (+$5.3M)
(IVVcusip464287200)	23.7K	QoQ -7.05% (-1.8K) YoY +48.18% (+7.7K)	All Managers (Combined)	$13.3M	0.9% ($13.3M/$1.4B)	QoQ -11.27% (-$1.7M) YoY +66.40% (+$5.3M)